CFA Level III

8セクション · 44チャプター

CFA の学習者向けの無料CFA Level III学習ノート。各章のリンクから、要点・例題・練習問題への導線にアクセスできます。

Asset Allocation

Capital Market Expectations, Part 1: Framework and Macro Considerations
Capital Market Expectations, Part 2: Forecasting Asset Class Returns
Overview of Asset Allocation
Principles of Asset Allocation
Asset Allocation with Real-World Constraints

Portfolio Construction

Overview of Equity Portfolio Management
Overview of Fixed-Income Portfolio Management
Asset Allocation to Alternative Investments
An Overview of Private Wealth Management
Portfolio Management for Institutional Investors
Trading Costs and Electronic Markets
Case Study in Portfolio Management: Institutional (SWF)

Performance Measurement

Portfolio Performance Evaluation
Investment Manager Selection
Overview of the Global Investment Performance Standards

Derivatives and Risk Management

Options Strategies
Swaps, Forwards, and Futures Strategies
Currency Management: An Introduction

Ethical and Professional Standards

Code of Ethics and Standards of Professional Conduct
Guidance for Standards I–VII
Application of the Code and Standards: Level III
Asset Manager Code of Professional Conduct

Pathway: Portfolio Management

Index-Based Equity Strategies
Active Equity Investing: Strategies
Active Equity Investing: Portfolio Construction
Liability-Driven and Index-Based Strategies
Yield Curve Strategies
Fixed-Income Active Management: Credit Strategies
Trade Strategy and Execution
Case Study in Portfolio Management: Institutional

Pathway: Private Wealth

The Private Wealth Management Industry
Working With the Wealthy
Wealth Planning
Investment Planning
Preserving the Wealth
Advising the Wealthy
Transferring the Wealth

Pathway: Private Markets

Private Investments and Structures
General Partner and Investor Perspectives and the Investment Process
Private Equity
Private Debt
Private Special Situations
Private Real Estate Investments
Infrastructure

学んだ内容を実践しよう

読むだけで終わらせない。AIが生成する無制限の演習問題で理解を定着させよう。100,000人以上の学生が成績アップを実感。

無料で問題を解く料金を見る

読み終わった？AI問題で理解度をチェック

このトピックを今すぐ演習